The Balance

Living well is about finding a balance among the things you value the most:

Your family

Your future

Your passions

Your community

… and maintaining that balance throughout your life—today and tomorrow.

Finding a balance that is right for you depends on your values. And we all rely on our support system of family, friends and faith to help make good value judgments.

Finding the right balance also requires financial wellness, which can be difficult to achieve. Your financial situation changes as your life changes—you change jobs, you buy a new house, you start a family, you care for loved ones—the unexpected happens.

Conventional wisdom and financial “rules of thumb” don’t take into account your unique values. Some people spend too much today, limiting their ability to live well tomorrow. Others actually save too much today, sacrificing things that are important in hopes of building a nest egg that is “big enough.”

The professionals at ClearVista Financial are committed to helping you achieve financial balance so that you can live well today and tomorrow.

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

This communication is strictly intended for individuals residing in the states of CA, TX, VA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge does not offer tax or legal advice.